Driving connections.

Deploying capital.

Delivering results.

Driving connections. Deploying capital. Delivering results.

Logo for Grayoak Capital with the words "GRAYOAK CAPITAL" and a gray oak leaf on the right

Integrated broker dealer and investment bank built for today’s dealmakers

Gray Oak Capital, founded in 2018, is a FINRA registered broker-dealer and a member of SIPC specializing in private capital markets and global financial advisory. Our responsive and experienced team provide deal advisors, fund raisers, placement agents and investors with tailored broker-dealer services and access to global capital markets to help them nurture lasting relationships and achieve financial growth.

Our Team

Black-and-white photograph of a solitary oak tree in an open field, representing stability and long-term vision.

Our Mission

Gray Oak Capital’s mission is to empower clients to surpass their ambitions by delivering best-in-class broker dealer services, guided by exceptional talent, time-tested processes, and trusted technologies. Through independent and strategic advice, innovative thinking, deeper insights and a commitment to positive impact, we help clients achieve their potential and create lasting value.

Contact Us

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